Japaninvest - Independent Japanese Equity Research

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Recent news

1/03/10Japaninvest is pleased to announce the sale of a majority stake in its dealing subsidiary IND-X Securities to Leading Securities of Korea. IND-X will retain its operational independence, allowing it to continue to provide high quality, broker-neutral and anonymous execution services, whilst benefiting from the capital backing of a substantially bigger parent operation. The Japaninvest Group will continue to focus on Pan Asian research and sales, retaining a significant minority stake in the business.
23/02/10Japaninvest has arranged a series of one on one calls with Kawasaki Kisen to discuss recent business developments
19/02/10Japaninvest has arranged a series of one on one calls with Hirose Electric to discuss recent business developments
18/02/10Japaninvest has arranged a series of one on one calls with Yokogawa Electric to discuss recent business developments
9/02/10Japaninvest has arranged a series of one on one calls with Accordia Golf to discuss recent business developments
26/01/10Japaninvest has arranged a series of one on one calls with Haseko to discuss recent business developments
19/01/10Japaninvest has arranged a series of one on one calls with Daito Trust to discuss recent business developments
15/01/10Japaninvest has arranged a series of one on one calls with Sankyu to discuss recent business developments
13/01/10Japaninvest has arranged a series of one on one calls with Acom to discuss recent business developments
8/01/10Japaninvest has arranged a series of one on one calls with Tocalo to discuss recent business developments
14/12/09Japaninvest has arranged a series of one on one calls with Nisshinbo to discuss recent business developments
8/12/09Japaninvest has arranged a series of one on one calls with Canon to discuss recent business developments
1/12/09Japaninvest has arranged a series of one on one calls with Sysmex to discuss recent business developments
27/11/09Japaninvest has arranged a series of one on one calls with Yamaha Motor to discuss recent business developments
17/11/09Japaninvest has arranged a series of one on one calls with Hirose Electric to discuss recent business developments
12/11/09Japaninvest has arranged a series of one on one calls with Sekisui House to discuss recent business developments
10/11/09Japaninvest has arranged a series of one on one calls with Nihon Koden to discuss recent business developments
14/10/09Japaninvest has arranged a series of one on one calls with Accordia Golf to discuss recent business developments
2/10/09Japaninvest has arranged a series of one on one calls with TKC to discuss recent business developments
1/10/09Japaninvest has arranged a series of one on one calls with Daiichikosho to discuss recent business developments
29/09/09Japaninvest has arranged a series of one on one calls with Doshisha to discuss recent business developments
25/09/09Japaninvest has arranged a series of one on one calls with Kawasaki Kisen to discuss recent business developments
24/09/09Japaninvest has arranged a series of one on one calls with Ariake Japan to discuss recent business developments
18/09/09Japaninvest has arranged a series of one on one calls with Sekisui House to discuss recent business developments
15/09/09Japaninvest has arranged a series of one on one calls with Inpex to discuss recent business developments
11/09/09Japaninvest's small cap network has visited and published research on 40 undercovered companies since launch. Client feedback has been very positive and so for 2010 we are announcing an extension to the service, to include all IPOs. We will also write on all companies which list on Tokyo AIM.
11/09/09Japaninvest has arranged a series of one on one calls with Kurita to discuss recent business developments
9/09/09Japaninvest has just published its first Japan-Asia focus report. These reports will cover actionable thematic ideas on a Pan Asian basis, with input from our research teams in Tokyo, Hong Kong and Shanghai. Coverage areas include, commodities, shipping, steels, autos, capital goods, technology and new energy. The first publication, now out, looks at the better prospects for the container shipping market, where we believe consensus is now too bearish.
8/09/09
7/09/09Japaninvest has arranged a series of one on one calls with Makita to discuss recent business developments
3/09/09Japaninvest has arranged a series of one on one calls with Exedy to discuss recent business developments
3/09/09Japaninvest has arranged a series of one on one calls with NTT DoCoMo to discuss recent business developments
25/08/09Japaninvest has arranged a further series of one on one calls with LNG plant engineer JGC Corp at the request of clients to discuss recent business developments
29/07/09Japaninvest is pleased to announce the appointment of Samuel Thawley as Head of Research in Tokyo. In addition to being Head of Research, Sam will assume coverage of Steel & Commodity-related stocks - sectors in which he has a lot of experience and where he was very highly rated when previously on the sell-side in Japan. Sam will include some relevant Pan Asian coverage in support of the growing HK/China research team at our Hong Kong research broking subsidiary, JI Asia. Samuel was most recently at the Rand Corporation. Sam joins the Japaninvest team next week.
28/07/09Japaninvest has arranged one on one conference calls between clients and the management of JGC.
16/07/09Japaninvest has arranged a series of one on one calls with Disco to discuss recent business developments
14/07/09Japaninvest has arranged a series of one on one calls with T & D Holdings to discuss recent business developments
13/07/09Japaninvest has arranged a series of one on one calls with Haseko to discuss recent business developments
8/07/09Japaninvest has arranged a series of one on one calls with Daiei to discuss recent business developments
3/07/09Japaninvest has arranged a series of one on one calls with Credit Saison to discuss recent business developments
26/06/09Japaninvest has arranged a series of one on one calls with Ariake Japan to discuss recent business developments
15/06/09Japaninvest has arranged a series of one on one calls with Mori Seiki to discuss recent business developments
12/06/09“Tony Moyer became the No. 1 in Analyst Ranking by the weekly newspaper Business Eye (8 June edition) on his recommendation of JSW with an annualized return of 290%.
3/06/09Japaninvest has arranged a series of one on one calls with Nihon Nohyaku to discuss recent business developments
3/06/09Japaninvest Non Executive Chairman Sir John Whitehead has retired and will assume the post of Honorary President. We thank him for his great contribution to our business over the past five years.
3/06/09Japaninvest is pleased to announce that Non Executive Director Julie Craddock will succeed Sir John Whitehead as Chairman. Julie has been a non executive director for several years and brings her wealth of Asian investment banking experience to the role
21/05/09Japaninvest has arranged a series of one on one calls with Hoshizaki Electric to discuss recent business developments
23/04/09Japaninvest has arranged a series of one on one calls with Snow Brand to discuss recent business developments
21/04/09Japaninvest has arranged a series of one on one calls for clients with Credit Saison to discuss recent business developments
10/04/09Japaninvest has arranged a series of one on one calls for clients with Daiei to discuss recent business developments
4/04/09Japaninvest has arranged a series of one on one calls for clients with Doutor-Nichires to discuss recent business developments
5/03/09Japaninvest has arranged a client call with NTT Urban to discuss recent business developments
4/03/09Japaninvest has arranged a series of one on one calls for clients with Sony Financial to discuss recent business developments.
20/02/09Japaninvest has arranged a series of one on one calls for clients with Miraca to discuss recent business developments
15/02/09Japaninvest has arranged a series of one on one calls for clients with Sysmex to discuss recent business developments
10/02/09Japaninvest has arranged a series of one on one calls for clients with Makita to discuss recent business developments
5/02/09Japaninvest has arranged a series of one on one calls for clients with Hokuto to discuss recent business developments
13/01/09Japaninvest Group plc is please to announce that Michael Thomas has joined the company as a Non Executive Director. Michael been involved in Japanese equities for 34 years. He launched the very successful Japan Unit Trust for Martin Currie in 1989. He remains a non executive director of the Martin Currie Pacific Trust and of Polar Capital in London. His experience will prove invaluable as Japaninvest expands from being a one country research boutique into a pan Asian niche broker.
13/01/09Japaninvest has arranged a series of one on one calls for clients with Gourmet Navigator to discuss recent business developments.
12/12/08Japaninvest is pleased to announce that Steve Myers will be joining in January 2009 to cover the technology sector. Steve Myers has 25 years of industry experience, gained first at Intel and, subsequently , as an analyst at Jardine Fleming from 1987-2001. Steve Myers most recently covered technology stocks at Lehman Brothers and HSBC.
10/12/08Yanagisawa-san, Japaninvest's small cap analyst was number one ranked in a recent Fuji Sankei poll for her recommendation on Culture Convenience Club, topping analysts from global and Japanese houses as well as other boutiques.
4/12/08Japaninvest has arranged a series of one on one calls for clients with Nihon Koden to discuss recent business developments.
25/11/08Japaninvest has arranged a series of one on one calls for clients with Credit Saison to discuss recent business developments.
17/11/08Japaninvest has arranged a series of one on one calls for clients with Shimachu to discuss recent business developments.
6/11/08IND-X is proud to be sponsoring TradeTech Asia, 2008, the 5th annual Asian institutional equity trading conference in Singapore.
4/11/08Japaninvest has arranged a series of one on one calls for clients with Izumi to discuss recent business developments.
31/10/08Japaninvest has arranged a series of one on one calls for clients with Chiyoda Shoe to discuss recent business developments.
7/10/08Mark Brown, Japaninvest's Real Estate analyst is marketing to clients in the US and UK.
5/10/08Japaninvest is neutral on Japanese equities for Q4. We have revised our TPX target to 1000 from 1250. Our forecasts for recessions in the US (made in Q4 07) and Eurozone (made Q1 08) are now consensus. We see significant downside risk in China. In Japan we see significant 2H profit risk, especially in non manufacturing. We continue to expect commodities to cool and revise our oil price target from $100 (Q3) to $75 (Q4). We continue to believe that the dollar has fundamentally turned, and will recover on a multi year basis from here.
3/10/08IND-X, the independent broker neutral execution platform majority owned by Japaninvest has made very good progress during H1 2008, despite weak markets. Industry leading CSA commission management software (PORT) and strong execution performance (according to independent TCA analysis) has attracted 10 IRPs to its membership scheme, with approximately 30 research providers now being paid through the PORT system, including Japaninvest. There are more than 20 buyside institutions using IND-X's execution capability across the spectrum of EU and Asian developed markets. 10 execution brokers provide algorithms or DMA access on the IND-X panel. Trading is live time from offices in London and Hong Kong.
1/10/08Japaninvest is pleased to announce that Adrian Gornall has joined our Japan sales team, based in our Hong Kong office. Adrian has spent 13 years in Japanese equities, most recently at CLSA.
30/09/08Japaninvest has arranged a series of one on one calls for clients with Fuyo General Lease to discuss recent business developments.
29/09/08Japaninvest has arranged a series of one on one calls for clients with Culture Convenience Club to discuss recent business developments.
11/09/08Japaninvest has arranged a series of one on one calls for clients with Daito Trust, to discuss recent business developments
4/09/08Japaninvest is pleased to announce that Chris Newton is joining the Japan sales desk in London. Chris has 20 years experience selling Japanese equities at JPM and HSBC.
3/09/08Steve Usher - Japaninvest autos analyst, marketing to clients on the US East Coast.
2/09/08Japaninvest has arranged a series of one on one calls for clients with Atrium, to discuss the ongoing difficulties in the real estate market
1/08/08Japaninvest publishes 48 rated notes during Q2 including 13 initiations. 71% BUY 29% SELL. JI research also published 42 research updates. The analyst team is now the largest since JI commenced operations in 2003.
16/07/08Q3 Macro strategy: US dollar to begin multi year recovery, oil to fall to USD 100. "H2 2008 is likely to see actual recession spread to the UK and in all probability to the Eurozone. Growth in Asia is likely to slow sharply. For Japan this brings two significant benefits and they need to be factored in: The US dollar starts to pick up and the market for commodities starts to cool, with oil dropping below $100."
15/07/08Japaninvest is pleased to announce that Mikihiko Yamato has joined our Tokyo research department to cover the retail sector. Fully bilingual, Yamato gained his MBA in the US and spent 6 years in Japanese equity research at global houses before joining the buy side as a hedge fund analyst. JI's Tokyo research team now the largest it has been since the business started in 2003.
1/06/08IND-X Securities Limited is pleased to announce that IND-X Securities (Asia) Ltd has been licensed by the Securities and Futures Commission of Hong Kong. The launch of IND-X’s “live time” execution service and commission management service, PORT, in the Asian region will significantly enhance its current UK, Europe and Japanese equity execution platforms.
1/05/08Ken Gordon (QI Crossborder) marketing to clients in Japan and Australia.
1/05/08Steve Usher (Japaninvest autos analyst) marketing to clients in Singapore and Hong Kong.
1/05/08IND-X commences trading in UK equities.
1/04/08Bruno Ferrant (Japaninvest pharma/healthcare analyst) marketing to clients in the US and EU.
1/04/08Steve Usher (Japaninvest autos analyst) marketing to clients on US west coast.
1/04/08William Nestuk (Japaninvest auto parts analyst) marketing to clients in the US.
1/04/08IND-X opens Hong Kong Office.
1/03/08Nihon Nohyaku management conference call with Japaninvest clients in the EU and Asia.
1/03/08Brian Waterhouse (Japaninvest Banks analyst) marketing to clients in the EU and US.
1/03/08Japaninvest publishes 54 rated notes during Q1, including 15 initiations. 62% BUY 38% SELL.
1/03/08Danny Holder (former senior dealer for Dalton Strategic Partners) appointed CEO of IND-X Securities (Asia) Ltd.
1/02/08Justin Weiss (Japaninvest Internet / Electronic Retailer analyst) marketing to clients in the US.
1/01/08Yanagisawa-san (Japaninvest small caps analyst) marketing to clients in the US.
1/01/08Japaninvest launches Quant subsidiary QI Crossborders.
1/12/07IND-X commission management software platform PORT becomes operational.
1/11/07IND-X Securities launched.
1/10/07Tony Moyer joins Japaninvest in Tokyo to cover machinery sector.
1/10/07Shiro Yoshioka joins Japaninvest in Tokyo to cover financials and non banks.
1/09/07Japaninvest COO Mark Burges Watson letter to the Financial Times
1/08/07Takeshi Shima joins Japaninvest as a senior institutional salesperson in Tokyo.
1/08/07Peter Twist appointed CEO of IND-X Securities Ltd.
1/06/07Peter Twist joins Japaninvest as a Director of New Business Development.
1/05/07Megumi Takayama joins Japaninvest as an institutional salesperson in London.

Other Execution Options

Japaninvest has a significant minority stake in its prefered execution provider IND-X securities, which the group founded in order to provide a cost effective high quality execution solution for our clients. However the Group is a strong proponent of the CSA / CCA model, and we fully understand the need to work within the "Best Execution" environment. As such we are also remunerated through global investment banks (via collective CSA agreements) or via our own individual CSA agreements. We have individual agreements in place with Instinet and BNP Paribas and MUFG. We will work on behalf of our clients to structure a payment solution which fits their needs.

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